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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,562 | $45,082-50.0% | $69,464-67.5% | $72,975-69.1% |
| Participation rate | 56.8% | 68.5%-11.7pp | 74.6%-17.8pp | 69.5%-12.7pp |
| Annual return | 20.36% | 22.66%-2.3pp | 28.98%-8.6pp | 81.01%-60.6pp |
| Employer contribution / active EE | $895 | $2,055-56.5% | $2,779-67.8% | $2,440-63.3% |
| Participant deferral / active EE | $2,452 | $2,604-5.8% | $3,536-30.7% | $3,608-32.0% |
| Admin fee / account holder | $3,650 | $3,057+19.4% | $3,840-5.0% | $5,124-28.8% |